Derrick Lowery
Brookwood Wealth Advisors · Cartersville, Georgia
Derrick Lowery is a fee-only financial advisor at Brookwood Wealth Advisors in Cartersville, Georgia, who holds the CFP credential. Brookwood Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Brookwood Wealth Advisors |
|---|---|
| Based in | Cartersville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.6M across 65 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 2689336 |
| Exams passed | Series 63 (1995) · Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.brookwoodwa.com |
| Profile |
How Derrick's firm compares
- Brookwood Wealth Advisors's average account is about $209,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Derrick
Is Derrick Lowery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derrick holds no broker registration, and Brookwood Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derrick charge for financial advice?
Derrick's firm, Brookwood Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Derrick Lowery based?
Derrick Lowery is based in Cartersville, Georgia.
What credentials does Derrick Lowery hold?
Derrick Lowery holds the CFP credential.
Is Derrick Lowery registered with the SEC?
Yes. Derrick Lowery is registered as an investment adviser representative in GA (CRD 2689336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brookwood Wealth Advisors manage?
Brookwood Wealth Advisors reports $13.6M across 65 accounts in assets under management.
How do I contact Derrick Lowery?
Through Derrick's website, www.brookwoodwa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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